User Roles AdminStaff contributor ✗External contributor ✗Pulse user 

This article explains how to connect Silverfin with AdminPulse to synchronise administrative data. Once the connection is established, changes made in AdminPulse sync through to Silverfin.

Table of contents 

How to set up synchronisation with AdminPulse at the firm level?

Only users with admin rights can set up synchronisation at the firm level.

To establish the connection, follow these steps:

  1. Click Syncs in the left panel, under Firm configuration.
  2. Click the Add new sync button and choose Administration sync.
  3. From the drop-down menu, choose AdminPulse sync and click Connect. Give your synchronisation a name.
  4. Silverfin redirects you to the AdminPulse login page.
    • If the AdminPulse login page does not open, it may be because you are already logged in.

How to set up synchronisation with AdminPulse at the client file level?

To link an existing synchronisation to a client file, follow these steps:

  1. On the client file overview page, open the left panel and click Edit client.
  2. Click the Sync tab.
  3. Click the plus sign (+) next to Administration sync.
  4. Choose AdminPulse from the list of available administration syncs.
  5. Assign the correct company reference. This is usually the name of the client file.
  6. Save your changes.